David has been managing investments for over 15 years.  He developed a passion for investing from his grandfather, and he's carried on this affection for financial planning through helping his clients invest with a purpose, aimed at achieving retirement and building a legacy of wealth.

 

David has achieved broad experience in the financial industry as he's worked for a private equity firm assisting in mergers & acquisitions and 9 years in the Trust department managing investments at a regional bank.  He graduated from Manchester University with a Bachelor of Science degree in Finance and a minor in Economics.  He went on to obtain an MBA from the Doermer School of Business at Indiana University - Fort Wayne.  Furthermore, he received a Certificate in Financial Planning from Bryant University and in 2016 was awarded the CFP® certification from the CFP Board.

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David enjoys working in his hometown of Auburn and helping those in the community he grew up in.  In his spare time, he enjoys playing soccer, attempting to improve his golf game and loves to spend the summer weekends up at Big Long Lake with his family & friends in the sun.  Additionally, he is a volunteer in the Big Brothers Big Sisters program where he enjoys mentoring his little bro.

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